07 Dec My partner needs Medicaid. What about our house with a reverse mortgage?
You have to spend down most assets to qualify for Medicaid....
Estate Planning
30 Nov Do I have to pay tax on this inheritance from my aunt?
The inheritance tax is based on the relationship between the beneficiary and the deceased....
30 Nov I have an inherited IRA. How soon do I have to take distributions?
The rules for new inherited IRA distributions have changed. ...
26 Nov My mother-in-law died. Do we have to file inheritance tax forms?
Inheritance tax is determined by the relationship of the deceased to the beneficiaries. ...
19 Nov I paid for my brother’s funeral. When will I be reimbursed?
As a creditor of the estate, you should be reimbursed....
18 Nov I found two old life insurance policies. How can we collect?
There are several ways to track down an old life insurance policy....
16 Nov If a beneficiary doesn’t pay taxes, do I have to?
The IRS will make sure it gets its due when an estate closes....
15 Nov Is this estate eligible for the Homestead Rebate?
You can file for the Homestead Rebate for a homeowner who has died. ...